Medallion Wealth Advisors’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Medallion Wealth Advisors’s Portfolio PKW Stock Details PKW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$91.9K	Sell	700 -100	-13%	-$13.6K	0.03%	370
2025 Q4	$107K	Hold	800	–	–	0.04%	345
2025 Q3	$106K	Hold	800	–	–	0.04%	343
2025 Q2	$98.9K	Hold	800	–	–	0.04%	347
2025 Q1	$90.1K	Hold	800	–	–	0.04%	324
2024 Q4	$90.1K	Buy	+800	New	+$94.7K	0.04%	319

Other funds holding PKW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CAG

Curtis Advisory Group Santa Barbara, California $464M AUM 19.09% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Medallion Wealth Advisors's PKW Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its Invesco BuyBack Achievers ETF (PKW) stake by 13% in Q1 2026, selling an estimated $13.6K and leaving 700 shares worth $91.9K. The position accounts for 0.03% of the portfolio, ranked #370.

Medallion Wealth Advisors first reported a position in PKW in Q4 2024 and has held it in 6 quarters since. The position peaked at $107K in Q4 2025. 251 funds tracked by Wall St. Rank hold PKW as of Q1 2026.

Medallion Wealth Advisors held 700 shares of Invesco BuyBack Achievers ETF worth $91.9K as of Q1 2026.
Medallion Wealth Advisors sold 100 Invesco BuyBack Achievers ETF shares in Q1 2026, an estimated $13.6K.
Invesco BuyBack Achievers ETF made up 0.03% of Medallion Wealth Advisors's portfolio in Q1 2026, its #370 holding.
Medallion Wealth Advisors first reported a position in Invesco BuyBack Achievers ETF in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's Invesco BuyBack Achievers ETF position peaked at $107K in Q4 2025.
251 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.